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Aviance Capital Management’s Bank of Montreal BMO Stock Holding History

Aviance Capital Management’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1
Closed – – 273
2017
Q3 		$0 Hold
1
– – ﹤0.01% 329
2017
Q2 		$0 Buy
+1
New +$71 ﹤0.01% 339
2014
Q2 		– Sell
-8,358
Closed -$560K – 291
2014
Q1 		$560K Buy
8,358
+5,588
+202% +$363K 0.03% 192
2013
Q4 		$185K Buy
2,770
+2,670
+2,670% +$182K 0.1% 144
2013
Q3 		$7K Buy
+100
New +$6.27K ﹤0.01% 340

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Aviance Capital Management's BMO Position: Q4 2017 in Review

Aviance Capital Management sold out of Bank of Montreal (BMO) in Q4 2017, closing a stake of 1 share.

Aviance Capital Management first reported a position in BMO in Q3 2013 and held it in 5 quarters. The position peaked at $560K in Q1 2014. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

  • Aviance Capital Management reported no remaining Bank of Montreal position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 1 Bank of Montreal share in Q4 2017.
  • Aviance Capital Management first reported a position in Bank of Montreal in Q3 2013 and held it in 5 quarters.
  • Aviance Capital Management's Bank of Montreal position peaked at $560K in Q1 2014.
  • 429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.